Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $29.6B
This Quarter Return
-1.61%
1 Year Return
+9.87%
3 Year Return
+29.31%
5 Year Return
+121.61%
10 Year Return
+172.59%
AUM
$29.6B
AUM Growth
-$295M
Cap. Flow
+$521M
Cap. Flow %
1.76%
Top 10 Hldgs %
19.94%
Holding
3,681
New
221
Increased
1,693
Reduced
1,498
Closed
186

Top Buys

1
$37.3M
2
$32.1M
3
$29M
4
$20.4M
5
$19.6M

Top Sells

1
$53.3M
2
$41.8M
3
$40M
4
$26.8M
5
$23.5M

Sector Composition

1Technology10.67%
2Financials5.49%
3Consumer Discretionary3.63%
4Healthcare3.12%
5Communication Services2.65%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.03M﹤0.01% 23,693
+1,086
+5%
+$47.2K
$1.03M﹤0.01% 27,262
-7,532
-22%
-$284K
$1.03M﹤0.01% 102,945
-3,214
-3%
-$32.1K
$1.03M﹤0.01% 25,367
+843
+3%
+$34.1K
$1.03M﹤0.01% 20,570
+8,646
+73%
+$431K
$1.02M﹤0.01% 41,929
+5,613
+15%
+$137K
$1.02M﹤0.01% 23,956
+843
+4%
+$36K
$1.02M﹤0.01% 2,221
-486
-18%
-$223K
$1.02M﹤0.01%
+21,119
 New
+$1.02M
$1.02M﹤0.01% 9,450
-366
-4%
-$39.4K
$1.02M﹤0.01% 27,406
+1,216
+5%
+$45.1K
$1.01M﹤0.01%
+46,691
 New
+$1.01M
$1.01M﹤0.01% 22,252
-385
-2%
-$17.5K
$1.01M﹤0.01%
+20,364
 New
+$1.01M
$1.01M﹤0.01% 23,408
-1,521
-6%
-$65.4K
$1M﹤0.01% 56,520
-2,425
-4%
-$43K
$997K﹤0.01% 20,486
+10,506
+105%
+$511K
$997K﹤0.01% 44,264
-1,006
-2%
-$22.7K
$993K﹤0.01% 46,143
+8,226
+22%
+$177K
$991K﹤0.01% 4,077
+19
+0.5%
+$4.62K
$989K﹤0.01% 33,374
-15,333
-31%
-$454K
$988K﹤0.01% 10,344
-511
-5%
-$48.8K
$988K﹤0.01% 23,859
-183
-0.8%
-$7.58K
$988K﹤0.01% 9,363––
$986K﹤0.01% 35,317
+283
+0.8%
+$7.9K
1 7374757677148